Reporting
A plain weekly report on leads, bookings and follow-up, so you know what your system is doing.
Services / CRM and systems
You should not have to log in and dig to find out whether your system is working. I set up reporting that answers the questions an owner actually asks, and I send a plain report every week on every service I run for you.
Why it usually fails
- You are paying for software and ads and cannot say what they brought in.
- Nobody knows which lead source turns into paying customers.
- The dashboard is full of numbers nobody set up, so nobody trusts it.
- Your last agency sent reports you could not make sense of, or none at all.
Why mine works
- Track where every lead comes from, so each source can be judged.
- A dashboard with the few numbers that matter: new leads, booked calls, jobs won.
- A weekly report in plain language on what was done and what changed.
- A note in each report on what I plan to do next and anything I need from you.
A report every week
Whatever I'm building or running for you, you get a report every week: what was done, what it changed, and what's next. You never have to ask where things stand.
Questions
Do I get a weekly report whichever service I use?
Yes. Whether I am building your CRM, running your follow-up or managing your ads, you get a report every week on what was done and what's next.
Tell me about your project
A few details so I can call you prepared. No prices here: every setup is quoted after a short call.
Related services
- CRM setupI set up, fix and run the CRM you already pay for, and train your team to use it.
- Automations and workflowsThe follow-up, reminders and hand-offs that should happen on their own, built and tested.
- PipelinesOne place to see where every lead and job stands, and what has gone quiet.
- Nurture campaignsFollow-up that keeps going after the first reply, so leads who are not ready yet are not lost.
- Forms, calendars and bookingForms that capture every lead and calendars that let people book without the back and forth.
- Reviews and reputationReview requests that go out on their own after every job, so happy customers actually leave one.